See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,814 | $152,509-66.0% | $117,472-55.9% | $134,475-61.5% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | -18.07% | 52.99%-71.1pp | 29.74%-47.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,229 | $5,571-60.0% | $4,176-46.6% | $4,740-53.0% |
| Participant deferral / active EE | $4,017 | $4,818-16.6% | $4,070-1.3% | $6,400-37.2% |
| Admin fee / account holder | $485 | $7,004-93.1% | $5,645-91.4% | $11,426-95.8% |